TXN stock sentiment todayTexas Instruments Incorporated
Sentiment verdict
Gossip first, financials second — NEUTRAL at 75% confidence.
Last updated · cached analysis, refreshes periodically
TXN
Texas Instruments IncorporatedA blue-chip fortress facing a cyclical trough and heavy capex headwinds that pressure short-term free cash flow.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for TXN. Not financial advice.
Price · last 12 months
Gossip
Market sentiment is torn between TXN's legendary capital return history and a sluggish recovery in the industrial and automotive end-markets. While AI dominates headlines elsewhere, TXN is viewed as a 'old-school' analog play currently battling high inventory levels at customers.
- ·Inventory correction cycles in industrial sectors
- ·Geopolitical shifts toward domestic manufacturing (CHIPS Act benefits)
- ·Skeptics questioning the ROI of massive 300mm wafer capacity expansion
Financial
TXN maintains best-in-class gross margins (often exceeding 60%) and a fortress balance sheet, but revenue growth has stalled recently. The company is currently in a heavy investment phase, which has temporarily suppressed the free cash flow that typically fuels their aggressive dividend growth.
- ·Forward P/E: ~30x (Premium relative to historical average)
- ·Dividend Yield: ~2.6% (Consistent 20-year growth history)
- ·Operating Margin: ~40% (Industry-leading efficiency)
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $8.2M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Slower-than-expected recovery in the automotive sector
- ·Increased competition from China-based domestic analog chipmakers
- ·Capital expenditure drag on cash flow through 2026
Peer temperature
How direct competitors stack up against TXN right now.
- HOTADIAnalog Devices, Inc.
HOTTER — currently showing a faster path to margin recovery and less capital-intensive manufacturing strategy than TXN's internal fab build-out.
See full analysis → - NEUTRALNXPINXP Semiconductors N.V.
NEUTRAL — trading at a lower forward P/E but carries higher debt-to-equity and similar exposure to the volatile automotive market.
See full analysis → - COLDMCHPMicrochip Technology Inc.
COLDER — facing more severe inventory overhangs and higher leverage, making it riskier in a high-interest-rate environment.
See full analysis →
- TXN+7.4%
- ADI+5.1%
- NXPI+9.3%
- MCHP-0.6%
Analyst price target
Consensus average of 27 analysts · median 330.00
Source: StockAnalysis.com · updated 2026-10-28
AI-generated analysis for informational purposes only. Not financial advice.